Restricted Gifts: What to Do When Strings Are Attached
Brad, the development director of an international environmental charity, was excited to hear that a past supporter was pledging a new, six-figure donation. But there
November 19, 2024
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Brad, the development director of an international environmental charity, was excited to hear that a past supporter was pledging a new, six-figure donation. But there
Providing health coverage is a valuable part of employee benefits, yet the administrative responsibilities tied to offering insurance can be challenging to navigate. A key
With Donald Trump poised to return to the White House next January, tax planning will be a top priority as his administration looks to fulfill
If your business relies on real estate for its operations, or if your company holds property under its name, it may be worth exploring the
In certain scenarios, a business might need the expertise of CPAs to perform agreed-upon procedures (AUP) rather than, or in addition to, a traditional review
Choosing the right business entity is a critical decision that can impact your taxes, personal liability, and overall business operations. For many small to medium-size
In recent years, accounting rules have seen significant updates, particularly in the areas of revenue recognition, leases, and credit losses. While these changes can be
The IRS has stepped up its audit efforts, primarily focusing on large businesses and high-income individuals. By 2026, audit rates for large corporations with assets
Are the members of your not-for-profit’s board truly independent? You might instinctively say “yes,” but ensuring director independence goes beyond simply avoiding conflicts of interest.
Offering employee health coverage is a key component of many companies’ benefits packages, but managing the associated reporting requirements can be challenging. A major part
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Sherri Fisher is a Tax Manager at Accavallo & Company, LLC. Sherri has longstanding expertise in Trust and Estate Taxation, Eldercare, and Estate planning. Sherri appreciates the relationships she has built with estate planning attorneys and advisors, to provide a team approach to assisting her clients. Sherri also has seasoned experience in business and individual taxation and is partial to assisting start-ups in developing overall accounting and operating plans.
Prior to joining Accavallo & Company, LLC, Sherri was a manager in a large firm, servicing high net worth trust clients, business, and personal clients. She was also a Partner in a large bookkeeping firm, which specialized in cloud accounting systems for regional and national companies. Sherri led a team in assisting clients to organize their accounting systems. She is a graduate of Florida Atlantic University with a B.S. degree in Accounting.
Sherri’s experience includes working with companies and organizations in a variety of industries including:
Investment Trusts
DAPT and Family Investment Partnerships
Estate and Probate Administration
E-Commerce
Manufacturing
Construction
Real Estate Investment
Marketing and Service-based industries
In addition to her professional accomplishments, Sherri is an Intuit Advanced Pro Advisor, Intuit Future Firm Advisory Board member, member of the Valley WIN Network, and proudly served as past Connecticut Public School liaison for the Yale Tommy Fund for Childhood Cancer. Sherri enjoys time with her family, Cleveland sports, thrifting and gardening.
